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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,073 | $107,363-88.8% | $92,909-87.0% | $152,897-92.1% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 63.73% | 145.63%-81.9pp | 109.44%-45.7pp | 345.43%-281.7pp |
| Employer contribution / active EE | $2,411 | $4,222-42.9% | $3,653-34.0% | $4,764-49.4% |
| Participant deferral / active EE | $3,448 | $4,848-28.9% | $4,238-18.6% | $5,851-41.1% |
| Admin fee / account holder | $28 | $7,082-99.6% | $5,795-99.5% | $11,599-99.8% |